Bramshill Investments’s Citigroup C Stock Holding History

Bramshill Investments’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$737K	Buy	6,500 +500	+8%	+$56.9K	0.06%	88
2025 Q4	$700K	Buy	+6,000	New	+$623K	0.04%	97
2023 Q4	–	Sell	-6,820	Closed	-$281K	–	184
2023 Q3	$281K	Buy	+6,820	New	+$299K	0.03%	80
2022 Q1	–	Sell	-16,329	Closed	-$986K	–	130
2021 Q4	$986K	Buy	+16,329	New	+$1.09M	0.1%	91
2020 Q2	–	Sell	-7,000	Closed	-$295K	–	131
2020 Q1	$295K	Sell	7,000 -2,613	-27%	-$175K	0.06%	126
2019 Q4	$768K	Sell	9,613 -147	-2%	-$10.9K	0.16%	81
2019 Q3	$674K	Sell	9,760 -3,304	-25%	-$225K	0.15%	96
2019 Q2	$915K	Buy	13,064 +4,914	+60%	+$329K	0.13%	58
2019 Q1	$507K	Buy	8,150 +937	+13%	+$58.2K	0.08%	92
2018 Q4	$375K	Sell	7,213 -1,051	-13%	-$66.5K	0.06%	93
2018 Q3	$593K	Buy	8,264 +514	+7%	+$36.3K	0.15%	88
2018 Q2	$519K	Buy	+7,750	New	+$534K	0.2%	81

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments's C Position: Q1 2026 in Review

Bramshill Investments increased its Citigroup (C) stake by 8.3% in Q1 2026, buying an estimated $56.9K and bringing the position to 6,500 shares worth $737K. The position accounts for 0.06% of the portfolio, ranked #88.

Bramshill Investments first reported a position in C in Q2 2018 and has held it in 12 quarters since. The position peaked at $986K in Q4 2021. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Bramshill Investments held 6,500 shares of Citigroup worth $737K as of Q1 2026.
Bramshill Investments bought 500 Citigroup shares in Q1 2026, an estimated $56.9K.
Citigroup made up 0.06% of Bramshill Investments's portfolio in Q1 2026, its #88 holding.
Bramshill Investments first reported a position in Citigroup in Q2 2018 and has held it in 12 quarters since.
Bramshill Investments's Citigroup position peaked at $986K in Q4 2021.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.